World Series Volume 8

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IUFRO Guidelines for Designing Multipurpose Resource Inventories

Editor: H. Gyde Lund

IUFRO Guidelines for Designing Multipurpose Resource Inventories. A project of IUFRO 4.02.02. IUFRO World Series Vol. 8. 216 p. IUFRO World Series 8

Available from:

IUFRO Secretariat, Hauptstrasse 7, A-1140 Vienna, Austria;
Tel: +43-1-877-01-51-0; Fax: +43-1-877-01-51-55; e-mail: office(at)iufro.org

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In most countries resource managers and agricultural and food policy staff require periodic information for all land, soil, vegetation (timber, crops, browse, forage), water, air, fish and wildlife, aesthetics, recreation, wilderness, and energy and mineral resources. Moreover, agriculture and natural resources are so inter-related that these two cannot be disassociated. Decision-makers use this information to meet international requirements, develop national strategic plans, and for local planning. Traditionally organizations collect information on these resources in independent surveys resulting possibly in unnecessary duplication of effort, conflicting data, and information gaps. Properly designed multipurpose resource inventories (MRIs) provide much of the required information more effectively.

The International Union of Forestry Research Organization (IUFRO) Research Group 4.02 sponsored two recent workshops to address the topic of MRIs – the MONTE VERIT

Diverse and often conflicting demands upon land and natural resources around the world increasingly require that decision-makers cater for a wide range of potential human interests within any given area, such as agriculture, biomass productions, biodiversity, recreation, and urban expansion. This means that administrators have to look at the land and its resources for a variety of potential uses – agriculture, biomass production, biodiversity, recreation, urban expansion, etc. To increase the benefits of the data collected and to minimise the expenditures, inventory specialists are turning more and more to multipurpose or integrated resource inventories. This is particularly true at the broader decision-making scales – provincial, national, regional, and global.

These guidelines provide basic information on Multipurpose Resource Inventories (MRIs) for the inventory planner and decision-maker at the provincial or national level although the instructions will be useful at the local level as well. We discuss the need for MRIs, the information requirements, support structure, and the design and implementation issues in depth.

1 MULTIPURPOSE RESOURCE INVENTORIES – WHAT ARE THEY, WHEN TO USE?

• 1.1 WHAT ARE MRIS?
• 1.2 WHY MRIS?
• 1.3 WHO USES MRIS?
• 1.4 WHEN TO USE MRIS?
• 1.5 WHAT IS THE IDEAL MRI?
• 1.6 WHAT ARE THE CHALLENGES?
• 1.6.1 Individuals
• 1.6.2 Organizations
• 1.6.3 Design
• 1.7 HOW TO MEET THE CHALLENGES?

2 HOW TO DEVELOP AND IMPLEMENT AN EFFECTIVE MRI

• 2.1 CREATE AN EFFECTIVE INFRASTRUCTURE
• 2.1.1 Consolidate Efforts
• 2.1.2 Build a Team
• 2.1.3 Define Responsibilities and Obligations
• 2.1.4 Work Together
• 2.1.4.1 Form Successful Partnerships
• 2.1.4.2 Find Common Ground
• 2.1.4.3 Develop Team Operations
• 2.1.5 Provide follow-up
• 2.2 CREATE A VISION AND ESTABLISH OBJECTIVES
• 2.2.1 Review Global Obligations
• 2.2.2 Identify Regional Needs
• 2.2.3 Determine National (Provincial or State) Requirements
• 2.2.4 Identify Local-Level Information Needs
• 2.2.4.1 Historical Information
• 2.2.4.2 Resource Situation
• 2.2.4.3 Management Alternatives
• 2.2.4.4 Effects of Management
• 2.2.4.5 Resource Allocation
• 2.2.4.6 Implementation
• 2.3 ASSEMBLE AND EVALUATE AVAILABLE RESOURCE INFORMATION AND ASSESTS
• 2.3.1 Assemble and Evaluate Existing Resource Information
• 2.3.1.1 Check the Internet
• 2.3.1.2 Evaluate Information Utility
• 2.3.2 Review Existing Assets
• 2.3.3 Identify Additional Studies
• 2.4 ESTABLISH MRI INFORMATION NEEDS AND OBJECTIVES
• 2.4.1 Review Users And User Needs
• 2.4.2 Define Specifications
• 2.4.3 Select Attributes to be Measured
• 2.4.4 Agree On Definitions, Standards, And Formats
• 2.5 DEVELOP THE MRI PLAN
• 2.5.1 Identify and Address Constraints
• 2.5.1.1 Funding
• 2.5.1.2 Timing
• 2.5.2 Incorporate Available Technology
• 2.5.3 Select Sampling and Plot Designs
• 2.5.3.1 Decide on Scope
• 2.5.3.2 Inventory Unit, Sampling Design, Sample Intensity, And Plot Configuration
• 2.5.4 Plan Field Work
• 2.5.4.1 Skills
• 2.5.4.2 Land Ownership
• 2.5.4.3 Access, Logistical Supply, and Replacement
• 2.5.5 Test Field Procedures
• 2.6 ESTABLISH THE INFORMATION SYSTEM AND PROVIDE FOR ACCESS
• 2.6.1 Develop Information Structure
• 2.6.2 Decide Access to MRI Results
• 2.7 PROVIDE FOR QUALITY ASSURANCE AND COLLECT DATA
• 2.7.1 Error Prevention
• 2.7.1.1 Methods
• 2.7.1.2 Establish Measurement Quality Objectives
• 2.7.1.3 Calibration
• 2.7.2 Collect Data
• 2.7.3 Assessment and Appraisal
• 2.7.4 Correction
• 2.8 ENTER, MAINTAIN, AND ANALYSE DATA
• 2.8.1 Enter and Store Data
• 2.8.2 Assess and Interpret Data
• 2.8.3 Update as Necessary
• 2.9 EVALUATE AND SHARE RESULTS
• 2.9.1 Evaluate The Results
• 2.9.2 Share Information
• 2.9.2.1 Present Results
• 2.9.2.2 Consider Placing your Data on the Internet
• 2.10 DOCUMENT PROCESSES
• 2.10.1 Include Inventory Work Schedule
• 2.10.2 Retain Inventory Files
• 2.11 SUMMARY AND CONCLUSIONS

3 CASE STUDIES

• 3.1 INFORMATION NEEDS ASSESSMENT – USDA FOREST SERVICE
• 3.1.1 Determine the Laws Governing the Agency or Organization
• 3.1.2 List Reports Required by Law
• 3.1.3 Develop List of Data Elements Necessary to Generate The Reports
• 3.2 DESIGNING MULTIPLE RESOURCE INVENTORIES: A CANADIAN EXPERIENCE
• 3.2.1 Background
• 3.2.2 Inventory Design Process
• 3.2.3 Funding
• 3.2.4 Progress to Date
• 3.2.5 Review of Existing Inventory
• 3.2.6 Design of New Inventory
• 3.2.7 New Vegetation Inventory Design
• 3.2.8 Findings
• 3.3 MULTIPLE RESOURCE INVENTORY GUIDES – SISKIYOU NATIONAL FOREST
• 3.4 THE SUDAN REFORESTATION AND ANTI-DESERTIFICATION PROJECT
• 3.4.1 Pilot Area
• 3.4.2 Methods
• 3.4.2.1 Image Base and Vegetation Mapping
• 3.4.2.2 Woody Vegetation Inventory
• 3.4.2.3 Rehabilitation (Socio-Economic) Surveys
• 3.4.3 Results
• 3.4.4 Guidance for Future Activities
• 3.5 PARTICIPATORY MAPPING AND INVENTORY IN TWO VILLAGES IN INDONESIA
• 3.5.1 Review of the Issues
• 3.5.1.1 Reasons For The Assessment
• 3.5.1.2 Methods Used
• 3.5.1.3 Resources Assessed
• 3.5.1.4 Social and Institutional Aspects
• 3.5.1.5 Practical Aspects
• 3.5.1.6 Economic Viability
• 3.5.2 Two Case Studies from Indonesia
• 3.5.2.1 Background
• 3.5.2.2 Purpose of Inventory
• 3.5.2.3 Methods Used
• 3.5.2.3 Results
• 3.5.2.4 Lessons Learned
• 3.6 MEASURING AND MODELLING NATURAL DISTURBANCES IN NEW YORK STATE
• 3.6.1 Project Design and Methodologies
• 3.6.1.1 Experimental Design
• 3.6.1.2 Field Data Collection Protocols
• 3.6.2 Data Analysis
• 3.6.3 Anticipated Outputs

APPENDIX 1. REFERENCES AND ADDITIONAL READING

• A1.1 REFERENCES
• A1.2 ADDITIONAL SELECTED READING
• A1.2.1 General
• A1.2.2 Mapping, Classification, Remote Sensing
• A1.2.3 Statistics and Sampling
• A1.2.4 Plots And Plot Configuration
• A1.2.5 Special Inventories and Studies
• A1.2.5.1 Biodiversity
• A1.2.5.2 Flora
• A1.2.5.3 Fauna
• A1.2.5.4 Recreation, Social, Cultural, and Political Services
• A1.2.5.5 Soils, Water, and Air
• A1.2.6 Databases, Models, and Computer Sciences
• A1.2.7 National MRI Methods

APPENDIX 2. ABBREVIATIONS AND ACRONYMS

APPENDIX 3. GLOSSARY

APPENDIX 4. LETTER AND QUESTIONNAIRE FOR MRI SURVEY

APPENDIX 5. CONTRIBUTING AUTHORS’ ADDRESSES

INDEX

• Cris Brack, Australia
• Peter Brassel, Switzerland
• William Burkman, USA
• Tanzer Çaliskan, Turkey
• Yue Mun Chin, Malaysia
• Jonathan Corbett, United Kingdom
• Regina Cruz, Mozambique
• Jim Dewar, United Kingdom
• Wenche E. Dramstad, Norway
• Marius du Plessis, South Africa
• Anne Elgersma, Norway
• Andrey N. Filiptchouk, Russian Federation
• Robert Fimbel, USA
• Bill Forbes, USA
• Carlos Garcia-Guemes, Spain
• Ed Gee, USA
• Jean Jacques Goussard, Belgium
• E.F. Haule, Tanzania
• Nico Hattingh, South Africa
• Gavin Jordan, United Kingdom
• H. Kerrouani, Morocco
• Christoph Kleinn, Costa Rica
• Michael Köhl, Germany
• R.K. Kohli, India
• Marko Kovac, Slovenia
• Björn Merkell, Sweden
• Trevor Morley, South Africa
• Emmanuel Mushinzimana, France
• F. Mkosana, Zimbabwe
• Gavin Nicol, United Kingdom
• Mikael Noren, Sweden
• Erik Persson, Sweden
• Carl W. Ramm, USA
• Peter Rennie, Canada
• Jacques Rondeux, Belgium
• Robert J. Rowe, United Kingdom
• Victor A. Rudis, USA
• Lennart Rudqvist, Sweden
• Karl Rumba, Australia
• A.Y. Omule, Canada
• Menachem Sachs, Israel
• Karl Schieler, Austria
• Fritz Schmitz, Germany
• Daniel L. Schmoldt, USA
• Kathrin Schreckenberg, United Kingdom
• Charles T. Scott, USA
• Flemming Skov, Denmark
• W. Brad Smith, USA
• Richard Stafursky, USA
• Mary Stockdale, United Kingdom
• Jeff Stone, Canada
• Stein M. Tomter, Norway
• Vittorio Tosi, Italy
• Jean-Marie Valdenaire, France
• Sergio Varela-Hernandez, Mexico
• Janis Vazdikis, Latvia
• Klaus von Gadow, Germany
• William H. Wigton, USA
• Douglas Wright, United Kingdom
• Chin Tuck Yuan, Malaysia